Top 10 Independent (IFAs) & Restricted Financial Advisers in Shaldon
- We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.Clients445
helpedMinimum£100k+
wealthPensions & retirement - We provide straight forward, independent advice to ensure you have the right solutions for your future needs. Before preparing a personalised recommendation, we ensure that we fully understand your circumstances and life goals.Clients168
helpedMinimum£50k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Take control of your financial future with our holistic approach to independent financial planning. Tailored portfolios and expert guidance optimize returns and secure your financial well-being. Experience the difference today!Clients84
helpedMinimum£50k+
wealthPensions & retirement - Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.Clients32260
helpedMinimum£100k+
wealthPensions & retirement Abigail Stidworthy and Vanessa Taylor, Strategic Solutions, Chartered Financial Planners
Newton abbot FCA verifiedStrategic Solutions is honoured to have been awarded Moneyfacts Investment adviser of the year both in 2015 and 2017, Retirement adviser of the year in 2018, Highly commended in 2019 & 2020, and again Investment Adviser of the year in 2021 & 2022 & 2024.Clients67
helpedMinimum£50k+
wealthPensions & retirement
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.